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MongoDB

902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$347K
BOSSRA
627
B.O.S.S. Retirement Advisors
Utah
$346K
SFC
628
SYM Financial Corp
Indiana
$346K
NYLIM
629
New York Life Investment Management
New York
$344K
AC
630
AWM Capital
Arizona
$342K
TFA
631
Transamerica Financial Advisors
Florida
$342K
II
632
Impact Investors
California
$342K
TPWA
633
Twin Peaks Wealth Advisors
California
$340K
VT
634
Vise Technologies
New York
$339K
RS
635
Rakuten Securities
Japan
$333K
AT
636
American Trust
Kentucky
$332K
SC
637
Savant Capital
Illinois
$329K
VWM
638
Venturi Wealth Management
Texas
$328K
OCBCO
639
Oversea-Chinese Banking Corp (OCBC)
Singapore
$327K
RCM
640
Raleigh Capital Management
North Carolina
$325K
CCS
641
Concentric Capital Strategies
Connecticut
$324K
CI
642
Cigna Investments
Connecticut
$321K
MLL
643
Moody Lynn & Lieberson
Massachusetts
$320K
AP
644
Americana Partners
Texas
$315K
IAA
645
Independent Advisor Alliance
North Carolina
$313K
AWP
646
Ascent Wealth Partners
New York
$308K
WWC
647
Waypoint Wealth Counsel
Georgia
$308K
EWA
648
EP Wealth Advisors
California
$307K
CIP
649
Convergence Investment Partners
Florida
$307K
EFG
650
Everhart Financial Group
Ohio
$306K